Mayflower Financial Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Sell |
483
-12
| -2% | -$6.52K | 0.04% | 335 |
|
|
2025
Q1 | $245K | Sell |
495
-1
| -0.2% | -$495 | 0.04% | 342 |
|
|
2024
Q4 | $259K | Sell |
496
-330
| -40% | -$172K | 0.04% | 315 |
|
|
2024
Q3 | $406K | Sell |
826
-13
| -2% | -$6.39K | 0.06% | 250 |
|
|
2024
Q2 | $373K | Buy |
839
+35
| +4% | +$15.6K | 0.06% | 250 |
|
|
2024
Q1 | $321K | Buy |
804
+40
| +5% | +$16K | 0.05% | 273 |
|
|
2023
Q4 | $258K | Sell |
764
-7
| -0.9% | -$2.36K | 0.04% | 287 |
|
|
2023
Q3 | $225K | Sell |
771
-275
| -26% | -$80.4K | 0.03% | 297 |
|
|
2023
Q2 | $358K | Sell |
1,046
-9
| -0.9% | -$3.08K | 0.05% | 249 |
|
|
2023
Q1 | $270K | Buy |
1,055
+29
| +3% | +$7.41K | 0.04% | 283 |
|
|
2022
Q4 | $272K | Buy |
+1,026
| New | +$272K | 0.04% | 281 |
|
|
2022
Q3 | – | Sell |
-1,015
| Closed | -$204K | – | 348 |
|
|
2022
Q2 | $204K | Sell |
1,015
-43
| -4% | -$8.64K | 0.03% | 303 |
|
|
2022
Q1 | $319K | Buy |
1,058
+29
| +3% | +$8.74K | 0.04% | 256 |
|
|
2021
Q4 | $370K | Sell |
1,029
-2,058
| -67% | -$740K | 0.05% | 234 |
|
|
2021
Q3 | $346K | Buy |
3,087
+2,013
| +187% | +$226K | 0.05% | 238 |
|
|
2021
Q2 | $329K | Sell |
1,074
-18
| -2% | -$5.51K | 0.05% | 226 |
|
|
2021
Q1 | $269K | Sell |
1,092
-285
| -21% | -$70.2K | 0.04% | 239 |
|
|
2020
Q4 | $376K | Buy |
+1,377
| New | +$376K | 0.06% | 172 |
|